GuidedMoney, LLC
34 holdingsFiling period: 2026-06-30Current AUM: $214.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 228.5K | $84.6M | $85.2M | 39.71% | -5,252 | 2026-06-30 |
| 2 | BND | VANGUARD BD INDEX FDS | 774.0K | $56.8M | $55.1M | 25.67% | +87.2K | 2026-06-30 |
| 3 | VXUS | VANGUARD STAR FDS | 206.3K | $17.6M | $17.7M | 8.24% | -10,877 | 2026-06-30 |
| 4 | ITOT | ISHARES TR | 90.1K | $14.8M | $14.9M | 6.94% | +2.2K | 2026-06-30 |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | 198.2K | $9.6M | $9.3M | 4.33% | +19.7K | 2026-06-30 |
| 6 | IXUS | ISHARES TR | 71.4K | $6.8M | $6.8M | 3.18% | +3.4K | 2026-06-30 |
| 7 | AGG | ISHARES TR | 60.9K | $6.0M | $5.8M | 2.72% | +12.2K | 2026-06-30 |
| 8 | SCHX | SCHWAB STRATEGIC TR | 100.7K | $3.0M | $3.0M | 1.40% | +53 | 2026-06-30 |
| 9 | SCHM | SCHWAB STRATEGIC TR | 51.4K | $1.9M | $1.8M | 0.83% | -- | 2026-06-30 |
| 10 | VB | VANGUARD INDEX FDS | 5.7K | $1.7M | $1.7M | 0.78% | -- | 2026-06-30 |
| 11 | VXF | VANGUARD INDEX FDS | 5.9K | $1.5M | $1.4M | 0.65% | -- | 2026-06-30 |
| 12 | VTV | VANGUARD INDEX FDS | 6.5K | $1.4M | $1.4M | 0.68% | -- | 2026-06-30 |
| 13 | LNT | ALLIANT ENERGY CORP | 15.3K | $1.2M | $1.0M | 0.47% | -- | 2026-06-30 |
| 14 | MSFT | MICROSOFT CORP | 2.6K | $981K | $1.3M | 0.61% | -- | 2026-06-30 |
| 15 | SCHA | SCHWAB STRATEGIC TR | 26.8K | $966K | $886K | 0.41% | -- | 2026-06-30 |
| 16 | AAPL | APPLE INC | 2.6K | $766K | $877K | 0.41% | -- | 2026-06-30 |
| 17 | VO | VANGUARD INDEX FDS | 7.6K | $612K | $608K | 0.28% | +5.7K | 2026-06-30 |
| 18 | VOO | VANGUARD INDEX FDS | 833 | $572K | $580K | 0.27% | -- | 2026-06-30 |
| 19 | GOOGL | ALPHABET INC | 1.5K | $536K | $517K | 0.24% | -- | 2026-06-30 |
| 20 | GOOG | ALPHABET INC | 1.5K | $534K | $516K | 0.24% | -66 | 2026-06-30 |
| 21 | IAGG | ISHARES TR | 9.8K | $496K | $483K | 0.23% | +5.5K | 2026-06-30 |
| 22 | SCHF | SCHWAB STRATEGIC TR | 15.7K | $435K | $436K | 0.20% | -- | 2026-06-30 |
| 23 | VIGI | VANGUARD WHITEHALL FDS | 4.5K | $423K | $439K | 0.20% | -- | 2026-06-30 |
| 24 | MA | MASTERCARD INCORPORATED | 700 | $359K | $401K | 0.19% | -- | 2026-06-30 |
| 25 | WMT | WALMART INC | 2.8K | $314K | $300K | 0.14% | -- | 2026-06-30 |
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